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Use the New Report page to create and define your custom report.
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You may create up to 15 reports total. |
How
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To Use This Page
Enter a report Title.
Select the Content/Columns that should be included in the report. Press and hold the control key to select or deselect multiple values.
Select the Transaction Types to be included in the report. Press and hold the control key to select or deselect multiple values.
Select the User Accounts to be included in the report. Press and hold the control key to select or deselect multiple values.
Select the Processing Methods to be included in the report. Press and hold the control key to select or deselect multiple values.
Select the frequency with which you want to receive the report.
Select whether you want to receive a sample report.
Select the From Date.
Select the Through Date.
Click the Save button.
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Custom reports are emailed at 9:30 p.m. Pacific Time, if the Frequency is Daily, on Saturday, if Frequency is Weekly, or on the 1st of the month, if Frequency is Monthly. |
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that may be viewed, printed, or downloaded, use the View Transactions page under the Virtual Terminal Menu. |
Detailed Help
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Required Fields
Title
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It may consist of up to 25 characters in length.
Optional Fields
Content/Columns
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No Content/Columns are selected by default.
Transaction Type
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All Types are selected by default.
User Account
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All Users are selected by default.
Processing Method
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All Methods are selected by default.
Frequency
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Daily is selected by default.
Send a Sample Report
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No, do not send a sample is selected by default.
From
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Today's date, starting at 12 a.m., is selected by default.
Through
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Today's date through 11 p.m. is selected by default.
Need more help?
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